Specificity Matters: Defining “Children” and “Issue” for Estate Planning Purposes

Tuesday, September 13th, 2011

In a previous blog, I wrote about the need for specificity when drafting provisions that include a "spouse" of a particular person as a potential beneficiary of an estate or trust.  Attention is also needed to ensure that when a Will refers to terms such as "children" or "issue", the persons ...

Remembering Estate Planning During and After a Separation

Thursday, August 25th, 2011

The recent endorsement issued by Justice P.C. Hennessy in Makarchuk v. Makarchuk, 2011 ONSC 4633 serves as a reminder of the importance of considering estate planning issues when spouses are separating. The son of a deceased testator applied to the court for advice and direction with respect to the last will ...